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Concert Wealth Management’s HCA Healthcare HCA Stock Holding History

Concert Wealth Management’s Portfolio HCA Stock Details HCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-4,150
Closed -$308K – 267
2017
Q1 		$308K Hold
4,150
– – 0.07% 346
2016
Q4 		$308K Sell
4,150
-32
-0.8% -$2.4K 0.07% 350
2016
Q3 		$317K Sell
4,182
-114
-3% -$8.73K 0.04% 474
2016
Q2 		$330K Buy
4,296
+775
+22% +$61.2K 0.04% 429
2016
Q1 		$274K Sell
3,521
-202
-5% -$14.1K 0.04% 487
2015
Q4 		$253K Sell
3,723
-24
-0.6% -$1.67K 0.03% 519
2015
Q3 		$287K Sell
3,747
-13
-0.3% -$1.15K 0.04% 500
2015
Q2 		$341K Sell
3,760
-95
-2% -$7.61K 0.04% 457
2015
Q1 		$273K Sell
3,855
-450
-10% -$32.3K 0.08% 320
2014
Q4 		$318K Buy
4,305
+484
+13% +$34K 0.05% 442
2014
Q3 		$268K Buy
+3,821
New +$253K 0.04% 412
2014
Q1 		– Sell
-5,232
Closed -$252K – 571
2013
Q4 		$252K Buy
5,232
+47
+0.9% +$2.17K 0.03% 430
2013
Q3 		$224K Buy
+5,185
New +$203K 0.03% 452

Other funds holding HCA

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Concert Wealth Management's HCA Position: Q2 2017 in Review

Concert Wealth Management sold out of HCA Healthcare (HCA) in Q2 2017, closing a stake of 4,150 shares — an estimated $308K sold.

Concert Wealth Management first reported a position in HCA in Q3 2013 and held it in 13 quarters. The position peaked at $341K in Q2 2015. 570 funds tracked by Wall St. Rank hold HCA as of Q2 2017.

  • Concert Wealth Management reported no remaining HCA Healthcare position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 4,150 HCA Healthcare shares in Q2 2017, an estimated $308K.
  • Concert Wealth Management first reported a position in HCA Healthcare in Q3 2013 and held it in 13 quarters.
  • Concert Wealth Management's HCA Healthcare position peaked at $341K in Q2 2015.
  • 570 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.